Peter Coulon is a registered investment advisor, based in Dunbarton, NH, with 22 years of industry experience.
Location
Dunbarton, NH
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLC
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Cadaret Grant & CO INC
March 2025 - August 2025 · 5 mos
Cuso Financial Services, L.P.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Next Financial Group, INC.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Scf Securities, INC.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Sorrento Pacific Financial, LLCBroker
September 2022 - August 2025 · 2 yrs 11 mos
Western International Securities, INC.Broker
September 2022 - August 2025 · 2 yrs 11 mos
Cadaret, Grant & CO., INC.Broker
May 2021 - August 2025 · 4 yrs 3 mos
Lincoln Financial Distributors, INC.Broker
November 2017 - April 2021 · 3 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
January 2014 - June 2017 · 3 yrs 5 mos
Lincoln Financial Securities CorporationBroker
May 2006 - June 2017 · 11 yrs 1 mo
State Street Research Investment Services, INC.Broker
April 2003 - May 2005 · 2 yrs 1 mo
Putnam Retail Management Limited PartnershipBroker
July 2001 - August 2002 · 1 yr 1 mo
State Registrations2 states
NHTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.